Purchases and Sales Made in Q1 2021 in Ishares 0 5 Year High Yield CO (SHYG)
This table provides information about the institutional ownership of Ishares 0 5 Year High Yield CO (SHYG) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES 0-5 YEAR HIGH YIELD CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
495+ 4.92% |
$22.4K - $22.7K
|
10.6K
$454K
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
372New |
$16.8K - $17K
|
372
$16K
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
300+ 12.61% |
$13.6K - $13.7K
|
2.68K
$115K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
257New |
$11.6K - $11.8K
|
257
$11K
|
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
256+ 9.32% |
$11.6K - $11.7K
|
3K
$129K
|
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
247+ 2.79% |
$11.2K - $11.3K
|
9.09K
$391K
|
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
218+ 83.21% |
$9.87K - $9.99K
|
480
$20.6K
|
|
|
May 12, 2021
Q1 2021
|
Tap Consulting, LLC
|
BUY
|
- |
111+ 0.86% |
$5.03K - $5.08K
|
13.1K
$562K
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
100New |
$4.53K - $4.58K
|
100
$4.3K
|
|
|
Apr 14, 2021
Q1 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
71+ 0.77% |
$3.21K - $3.25K
|
9.32K
$400K
|
|
|
May 10, 2021
Q1 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
66New |
$2.99K - $3.02K
|
66
$2.84K
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
65+ 36.72% |
$2.94K - $2.98K
|
242
$10.4K
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58+ 5.89% |
$2.63K - $2.66K
|
1.04K
$44.8K
|
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
BUY
|
- |
57+ 0.83% |
$2.58K - $2.61K
|
6.92K
$298K
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
55+ 57.89% |
$2.49K - $2.52K
|
150
$6.45K
|
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
45+ 0.47% |
$2.04K - $2.06K
|
9.6K
$413K
|
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
44+ 0.36% |
$1.99K - $2.02K
|
12.4K
$535K
|
|
|
May 17, 2021
Q1 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
41+ 0.05% |
$1.86K - $1.88K
|
84K
$3.61M
|
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 5.59% |
$1.68K - $1.69K
|
699
$30.1K
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
34+ 0.1% |
$1.54K - $1.56K
|
35.8K
$1.54M
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
24+ 0.15% |
$1.09K - $1.1K
|
15.8K
$680K
|
|
|
Apr 12, 2021
Q1 2021
|
E Rn Financial, LLC
|
BUY
|
- |
22+ 0.24% |
$996 - $1.01K
|
9.13K
$393K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
17+ 0.84% |
$770 - $779
|
2.04K
$87.7K
|
|
|
May 14, 2021
Q1 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
16+ 0.19% |
$724 - $733
|
8.36K
$359K
|
|
|
May 04, 2021
Q1 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
7+ 0.15% |
$317 - $321
|
4.8K
$206K
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.85% |
$90.6 - $91.6
|
238
$10.2K
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.29% |
$45.3 - $45.8
|
343
$14.7K
|
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 1.43% |
$45.3 - $45.8
|
71
$3.05K
|
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2- 0.04% |
$90.6 - $91.6
|
4.65K
$200K
|
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7- 0.75% |
$317 - $321
|
930
$40K
|
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-10Closed |
$453 - $458
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 9.33% |
$815 - $825
|
175
$7.52K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-23Closed |
$1.04K - $1.05K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-28Closed |
$1.27K - $1.28K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-36- 21.56% |
$1.63K - $1.65K
|
131
$5.63K
|
|
|
Apr 28, 2021
Q1 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-40- 0.65% |
$1.81K - $1.83K
|
6.08K
$261K
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-44- 62.86% |
$1.99K - $2.02K
|
26
$1.12K
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-54Closed |
$2.45K - $2.47K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-61- 0.41% |
$2.76K - $2.79K
|
14.7K
$631K
|
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-63- 12.21% |
$2.85K - $2.89K
|
453
$19.5K
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-89- 89.0% |
$4.03K - $4.08K
|
11
$473
|
|
|
May 07, 2021
Q1 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-109- 1.53% |
$4.94K - $4.99K
|
7K
$301K
|
|
|
May 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-125Closed |
$5.66K - $5.73K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-140Closed |
$6.34K - $6.41K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-217- 3.1% |
$9.83K - $9.94K
|
6.79K
$292K
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-218- 11.63% |
$9.87K - $9.99K
|
1.66K
$71.2K
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-230- 1.39% |
$10.4K - $10.5K
|
16.3K
$702K
|
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-236- 2.62% |
$10.7K - $10.8K
|
8.76K
$377K
|
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-258- 5.74% |
$11.7K - $11.8K
|
4.24K
$182K
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-261Closed |
$11.8K - $12K
|
0
$0
|